[JCirocco]

Hate to have to come here for something so seemingly simple but I am currently stumped. I have a customer who constantly creates customers and forgets to set a billing address. When they generate invoices the Bill To section is blank. I was hoping to create a workflow that can either make the Bill To mandatory or display a message to the user if they are trying to save with a blank bill to. They have over 40 different Invoice forms so was hoping I could get the workflow to work.

Does anyone have any suggestions? I have tried simple 1 State with Before record load, set field Mandatory. Tried Before Submit. Nothing seems to work.
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[wwinters]

Have you tried a beforeSubmit on the customer record instead of invoice? Check for record.getFieldValue(‘billaddr1’), and if empty show a message?

Wes

[JCirocco]

Thought of that but they have over 15k customers with at least a third missing a bill to default. Was hoping to catch invoices so we get both the old and new mistakes…

[michoel]

You can do this with a Workflow –

Record Type: Transaction (Invoice)

Initiation: Event Based

Events: On Create, On Update

Trigger Type: Before Record Submit

Action: Return User Error

Condition: Bill To Address is Empty

Text: Bill To Address is required..

[JCirocco]

Thanks. I had same settings for Show User message and got different results. Thanks.

[Author]

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